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Starbucks
SBUX

Overview Fund Activity

1,863 hedge funds and large institutions have $53.5B invested in Starbucks in 2020 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 872 increasing their positions, 641 reducing their positions, and 225 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,863
Holders Change
-52
Holders Change %
-2.72%
% of All Funds
41.15%
Holding in Top 10
58
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.45%
% of All Funds
1.28%
New
198
Increased
872
Reduced
641
Closed
225
Calls
$929M
Puts
$1.75B
Net Calls
-$824M
Net Calls Change
+$77.1M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$316M
2
PSCM
Pershing Square Capital Management
New York
+$307M
3
BlackRock
BlackRock
New York
+$238M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$214M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$207M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$770M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$574M
3
Renaissance Technologies
Renaissance Technologies
New York
-$262M
4
CSIA
Charles Schwab Investment Advisory
California
-$193M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAMC
1851
Western Asset Management Company
California
$2K +$2K +25 New
WA
1852
WBH Advisory
Maryland
$1.27K -$28 -424 -2%
OAM
1853
Optimal Asset Management
California
$1.13K -$441 -6,709 -28%
NC
1854
NewSquare Capital
Pennsylvania
$1K -$560K -10,643 -100%
WWM
1855
Willingdon Wealth Management
North Carolina
$1K -$2.64K -58 -73%
APC
1856
Aspire Private Capital
North Carolina
$1K -$1.64K -23 -62%
AS
1857
Altshuler Shaham
Israel
$1K – – –
MSFP
1858
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
CA
1859
Centerpoint Advisors
Massachusetts
$1K – – –
MLL
1860
Moody Lynn & Lieberson
Massachusetts
$558 +$11 +161 +2%
TI
1861
tru Independence
Oregon
$280 -$7.6K -115,594 -96%
MG
1862
MilWealth Group
Wisconsin
$197 – – –
CSIA
1863
Charles Schwab Investment Advisory
California
– -$193M -2,198,859 Closed
AL
1864
AJO LP
Pennsylvania
– -$126M -1,435,170 Closed
Point72 Asset Management
1865
Point72 Asset Management
Connecticut
– -$73.6M -837,519 Closed
Balyasny Asset Management
1866
Balyasny Asset Management
Illinois
– -$59M -671,277 Closed
CAM
1867
ClariVest Asset Management
California
– -$57.9M -658,483 Closed
JCM
1868
Junto Capital Management
New York
– -$49.8M -566,576 Closed
HCM
1869
Hitchwood Capital Management
New York
– -$49.2M -560,000 Closed
RPI
1870
Railway Pension Investments
United Kingdom
– -$31.4M -357,222 Closed
VCM
1871
Voleon Capital Management
California
– -$21.3M -242,000 Closed
AIM
1872
Achmea Investment Management
Netherlands
– -$19.7M -223,779 Closed
JFA
1873
Johanson Financial Advisors
California
– -$2.4M -211,075 Closed
CIM
1874
Chiron Investment Management
New York
– -$17.5M -199,481 Closed
SH
1875
SeaTown Holdings
Singapore
– -$16.5M -187,700 Closed
73 74
75
76 77